Based in Bristol, I am responsible for delivering financial planning and structuring advice to new and existing clients - typically those with more complex affairs.
Working closely with legal and tax professionals, I specialise in tax-efficient investing, retirement planning and Inheritance Tax planning strategies.
I am a Fellow of both the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investment (CISI).
I have also completed the CII specialist advanced level pension transfer qualification. This provides the specialist knowledge and skills required by the regulator to advise on the transfer of safeguarded benefits.
I have 4 dogs that keep me active, but when I am not walking them I enjoy watching a game of rugby or catching up with friends and family.
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Where to watch the best rugby in the West Country!
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